Most of what you mentioned came from big companies with a $billion or more. Mike is an Investor. When he says that innovation is not happening, its probably because he is not seeing good ones starting up, i.e a new comer with an amazing idea. We'll see the effect a few years from now, when most great products come from Google/Amazon/Microsoft/Apple. It is probably that way already.
Every decade has had a game changer who came in from no where. Who is going to take away the 201x?
Google and Apple were probably the two biggest game changers of the 2000s. Apple's being a resurgence and Google being a company founded at the very end of the 90s.
Every decade has had a game changer who came in from no where. Who is going to take away the 201x?